TCI Wealth Advisors’s UWM Holdings UWMC Stock Holding History

TCI Wealth Advisors’s Portfolio UWMC Stock Details UWMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,000	Closed	-$14K	–	2533
2021 Q3	$14K	Hold	2,000	–	–	﹤0.01%	890
2021 Q2	$17K	Buy	+2,000	New	+$16.7K	﹤0.01%	673
2021 Q1	–	Sell	-25	Closed	–	–	2237
2020 Q4	$0	Buy	+25	New	+$262	﹤0.01%	1672

Other funds holding UWMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IIC

Integrated Investment Consultants Bloomfield Hills, Michigan $471M AUM 20.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's UWMC Position: Q4 2021 in Review

TCI Wealth Advisors sold out of UWM Holdings (UWMC) in Q4 2021, closing a stake of 2,000 shares — an estimated $14K sold.

TCI Wealth Advisors first reported a position in UWMC in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 158 funds tracked by Wall St. Rank hold UWMC as of Q4 2021.

TCI Wealth Advisors reported no remaining UWM Holdings position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 2,000 UWM Holdings shares in Q4 2021, an estimated $14K.
TCI Wealth Advisors first reported a position in UWM Holdings in Q4 2020 and held it in 3 quarters.
TCI Wealth Advisors's UWM Holdings position peaked at $17K in Q2 2021.
158 funds tracked by Wall St. Rank held UWM Holdings as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.